Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RNPAX (NEW PERSPECTIVE FUND CLASS R-1) | 6.74% | 18.64% | 17.71% | 5.62% | 10.87% | 9.80% | 8.46% | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNPAX (NEW PERSPECTIVE FUND CLASS R-1) | 06/10/2002 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 18.64 | 17.71 | 5.62 | 10.87 | 9.80 | 8.46 | … | … | 6.74 | 20.39 | 15.87 | 23.69 | -28.91 | 8.80 | 26.85 | 29.07 | -6.73 | 27.90 | 1.04 | 4.58 | 2.41 | 25.84 | 19.83 | -8.34 | 11.88 | 36.42 | -38.39 | 15.19 | 18.88 | 10.39 | 13.28 | 35.68 | -14.04 |
| Sharpe Ratio | NA | 1.31 | 1.00 | 0.18 | 0.51 | NA | NA | … | … | 0.91 | 1.02 | 0.95 | 1.59 | -1.17 | 0.51 | 0.83 | 2.22 | -0.48 | 3.90 | 0.06 | 0.31 | 0.21 | 2.26 | 1.45 | -0.35 | 0.64 | 1.47 | -1.09 | 0.75 | 1.33 | 0.82 | 0.94 | 2.36 | -1.07 |
| Standard Deviation(%) | NA | 13.41 | 14.81 | 17.81 | 18.22 | NA | NA | … | … | 16.49 | 17.25 | 12.91 | 12.70 | 26.08 | 17.08 | 31.86 | 12.42 | 16.95 | 7.01 | 14.51 | 14.57 | 11.27 | 11.41 | 13.72 | 23.98 | 18.36 | 24.73 | 36.02 | 16.08 | 11.70 | 9.96 | 13.13 | 14.83 | 22.96 |
| Draw Down(%) | NA | 11.60 | 18.01 | 39.34 | 39.34 | NA | NA | … | … | 11.60 | 18.01 | 8.46 | 11.57 | 33.80 | 13.88 | 32.37 | 6.71 | 19.15 | 2.53 | 13.59 | 12.04 | 9.48 | 7.88 | 11.64 | 22.30 | 14.76 | 21.73 | 49.61 | 11.33 | 13.32 | 7.86 | 9.73 | 16.21 | 24.68 |
| Yield(%) | 0.00 | 6.71 | 6.51 | 3.15 | 4.86 | 5.40 | 5.11 | … | … | 0.00 | 7.27 | 5.52 | 6.24 | 0.04 | 0.00 | 0.00 | 3.79 | 5.99 | 6.40 | 3.17 | 5.59 | 6.36 | 5.82 | 0.39 | 0.30 | 0.43 | 0.90 | 5.88 | 8.64 | 8.21 | 7.55 | 0.39 | 0.59 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNPAX (NEW PERSPECTIVE FUND CLASS R-1) |
-11.05%
Feb 2006 – Feb 2009 |
-2.62%
Feb 2004 – Feb 2009 |
4.94%
Dec 2006 – Dec 2016 |
4.80%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNPAX (NEW PERSPECTIVE FUND CLASS R-1) |
25.06%
Mar 2003 – Mar 2006 |
20.47%
Sep 2002 – Sep 2007 |
14.01%
Sep 2011 – Sep 2021 |
11.66%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart